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Quick Details

  • 2nd Largest NAPFA Fee-Only Advisor in Atlanta
  • Can serve clients nationwide
  • Objective, Honest, Fee-Only, non-commissioned advice
  • CFP(R), CPA, and tax professionals on staff
  • Helping clients who are retiring, receiving inheritances, selling businesses, etc.
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Price: $1.00/other

This item is not a rental as much as a hiring of investment advisors to help you effectively manage your investment portfolio. We are hired as your investment partners in a long-term relationship. Our fees begin at 1% annually for assets under $1 million and are scaled down on a percentage basis as assets increase....

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Call Mitchell Reiner

Office: 404-531-0018

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Description

Capital Investment Advisors is focused exclusively on active and expert investment management. This deosn't mean we're "active traders"--it does mean we're active managers of your wealth. Our philosophy--for all clients--is investment management to meet long-term goals in a style that takes into account client objectives and expectations. Our strategy is a customized plan that reflects your circumstances, family and future goals. Some clients need a heavier growth orientation for their portfolio, while others need only income investments. One client is very aggressive; another is very conservative. many clients ask us to manage all of their investments and oversee family trusts. Others need us to manage only a portion of their assets. Wherever you may fit in one of these scenarios, Capital Investment Advisors gives you investment management for YOUR scenario.

Rental Terms

This item is not a rental as much as a hiring of investment advisors to help you effectively manage your investment portfolio. We are hired as your investment partners in a long-term relationship. Our fees begin at 1% annually for assets under $1 million and are scaled down on a percentage basis as assets increase.

Email owner

Listing Details

Item Location

  • 200 Sandy Springs Place
    Suite 300
    Atlanta, GA 30328
    United States

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